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Chevron
CVX

Overview Fund Activity

2,470 hedge funds and large institutions have $108B invested in Chevron in 2020 Q4 according to their latest regulatory filings, with 331 funds opening new positions, 875 increasing their positions, 1,111 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,470
Holders Change
+206
Holders Change %
+9.1%
% of All Funds
43.83%
Holding in Top 10
41
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+28.13%
% of All Funds
0.73%
New
331
Increased
875
Reduced
1,111
Closed
91
Calls
$1.6B
Puts
$1.58B
Net Calls
+$21.6M
Net Calls Change
+$96.3M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$1.32B
2
State Street
State Street
Massachusetts
+$794M
3
Capital International Investors
Capital International Investors
California
+$760M
4
AAMU
Amundi Asset Management US
Massachusetts
+$444M
5
Berkshire Hathaway
Berkshire Hathaway
Nebraska
+$357M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$358M
2
BlackRock
BlackRock
New York
-$297M
3
Two Sigma Investments
Two Sigma Investments
New York
-$214M
4
Invesco
Invesco
Georgia
-$136M
5
BGIM
Brandywine Global Investment Management
Pennsylvania
-$129M
Name Holding Trade Value Shares
Change 		Shares
Change %
WC
1851
Westhampton Capital
North Carolina
$449K -$103K -1,216 -19%
GC
1852
Gruss & Co
Florida
$448K +$448K +5,300 New
PIMJS
1853
PKO Investment Management Joint-Stock
Poland
$448K +$448K +5,300 New
RWB
1854
RMR Wealth Builders
New Jersey
$447K -$239K -2,830 -35%
EI
1855
Ellevest Inc
New York
$447K -$113K -1,343 -20%
RSWM
1856
Robertson Stephens Wealth Management
California
$447K +$156K +1,854 +54%
JFA
1857
JNBA Financial Advisors
Minnesota
$446K -$13.8K -163 -3%
TCBWMS
1858
Texas Capital Bank Wealth Management Services
Texas
$443K -$1.4M -16,609 -76%
EIP
1859
Ellis Investment Partners
Pennsylvania
$442K +$35.5K +421 +9%
EW
1860
Evoke Wealth
California
$441K -$3.66M -43,399 -89%
RFN
1861
RDA Financial Network
Iowa
$441K +$65.5K +776 +17%
HBWM
1862
Hollow Brook Wealth Management
New York
$439K – – –
BAM
1863
Brave Asset Management
New Jersey
$438K -$72.5K -859 -14%
RIM
1864
Rockbridge Investment Management
New York
$438K +$63.7K +754 +17%
WC
1865
Whitney & Co
New York
$437K -$3.21M -35,902 -88%
SAS
1866
Stelac Advisory Services
New York
$437K +$64.9K +768 +17%
TAM
1867
Trillium Asset Management
Massachusetts
$436K +$21.2K +251 +5%
SCM
1868
SOL Capital Management
Maryland
$435K -$28.5K -338 -6%
WCG
1869
Weaver Consulting Group
California
$435K – – –
BT
1870
Brandywine Trust
Delaware
$433K – – –
MWM
1871
Moulton Wealth Management
Washington
$431K – – –
VCS
1872
Vaughan & Co Securities
New Jersey
$430K -$36.5K -432 -8%
MWM
1873
Merriman Wealth Management
Washington
$427K +$2.2K +26 +0.5%
NIA
1874
Northstar Investment Advisors
Colorado
$426K -$111K -1,315 -21%
RAM
1875
Roanoke Asset Management
New Jersey
$426K – – –
73 74
75
76 77